See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,630 | $167,307+6.2% | $143,757+23.6% | $134,475+32.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.28% | 0.46%-30.7pp | -0.04%-30.2pp | 417.96%-448.2pp |
| Employer contribution / active EE | $801 | $5,619-85.8% | $4,951-83.8% | $4,740-83.1% |
| Participant deferral / active EE | $8,597 | $6,446+33.4% | $5,637+52.5% | $6,400+34.3% |
| Admin fee / account holder | $375 | $18,088-97.9% | $14,673-97.4% | $11,426-96.7% |